Select Service Provides Tailored Client Support(June 2008)

Since 2007, when we launched Select Service — our specialized offer that provides a primary technical support contact — advisors have spoken highly of their representatives' ability to zero in on issues and give recommendations tailored to their firm.

As Julie C. Chauvin of The St. Louis Trust Company attests, "It's nice to work with a dedicated person who understands our business, the challenges we've had in the past, our history and how we use PortfolioCenter."

Your Select Service representative works to understand your firm and leverages that knowledge to suggest best practices specifically for your business. Select Service participants also receive invitations to all PortfolioCenter pre-releases, overnight delivery of product upgrades and personal tours of new features. To learn more about the benefits of this personalized support, visit the Select Service page on our Web site.